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Chat Issues

Troubleshooting problems with the AI assistant and chat interface.

AI Assistant Not Responding

Symptoms: You type a message but do not receive a response, or the response indicator spins indefinitely.

Solutions:

  1. Check your internet connection -- the chat requires a stable WebSocket connection
  2. Refresh the page to re-establish the connection
  3. Check the status page for any ongoing service issues
  4. If you see a "Reconnecting..." message, wait a few moments for the connection to restore

Unexpected or Incorrect Responses

Symptoms: The AI assistant gives an answer that does not match your data or seems inaccurate.

Solutions:

  1. Try rephrasing your question with more specific details (e.g., include the contact name or deal name)
  2. Verify the data exists in your CRM -- the assistant can only find records that have been created
  3. Check your role permissions -- the assistant respects your visibility scope and will not show records you lack access to
  4. For recently imported data, allow a few minutes for vector indexing to complete

Slash Commands Not Working

Symptoms: Typing a slash command like /contacts does not trigger the expected action.

Solutions:

  1. Ensure you are typing the slash at the beginning of the message
  2. Check that the command exists by reviewing the available commands (type / to see the autocomplete list)
  3. Verify you have the required permissions for the command
  4. Try the equivalent natural language request instead (e.g., "Show me all contacts" instead of /contacts)

Chat Messages Not Sending

Symptoms: The send button is greyed out or messages appear stuck.

Solutions:

  1. Check that the message input is not empty (whitespace-only messages cannot be sent)
  2. Refresh the page if the interface appears frozen
  3. Check your browser console for JavaScript errors
  4. Try clearing your browser cache

Render Blocks Not Displaying

Symptoms: Tables, forms, or other interactive elements in chat responses appear blank or broken.

Solutions:

  1. Ensure JavaScript is enabled in your browser
  2. Try a different browser to rule out compatibility issues
  3. Check that your browser window is wide enough for the content to render properly
  4. Disable any browser extensions that might block dynamic content

Note

The AI assistant has a generous query allowance (1,000 per seat per month). Slash commands do not count against this allowance. If you are a heavy user, check with your admin about your team's usage.

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